Filed December 27, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,020 | $53,841-25.7% | $75,731-47.2% | $85,851-53.4% |
| Participation rate | 72.7% | 69.0%+3.7pp | 74.8%-2.1pp | 69.3%+3.4pp |
| Annual return | 8.85% | 24.54%-15.7pp | 104.65%-95.8pp | 318.63%-309.8pp |
| Employer contribution / active EE | $1,038 | $2,017-48.5% | $2,743-62.2% | $2,565-59.5% |
| Participant deferral / active EE | $2,643 | $2,895-8.7% | $3,820-30.8% | $3,952-33.1% |
| Admin fee / account holder | $1,260 | $3,340-62.3% | $3,620-65.2% | $6,261-79.9% |